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Wesley Shields, CFP®

Wesley Shields, CFP®

Certified Financial Plannerâ„¢

Wes knows that a person’s financial health can be a great source of stress or peace in one’s life, so he has made it his passion to help individuals and families create well-designed plans and make informed decisions toward accomplishing their financial goals as well as life goals. His 13+ years of client-focused experience has given him a breadth and depth of knowledge to be able to help clients with planning techniques that make a difference. 

Wes is a big fan of University of Utah football fan and enjoys the outdoors. If he isn’t working, he can be found camping or doing some other outdoor activity with his wife and 3 children.